Capital Advisory Group Advisory Services, LLC FLRN Holdings History
Capital Advisory Group Advisory Services, LLC's SPDR Bloomberg Investment Grade Floating Rate ETF Holding Summary
As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 246,292.00 shares of SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN), totaling $7.59 Mil. This investment constitutes 2.73% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0.27% of the outstanding SPDR Bloomberg Investment Grade Floating Rate ETF(FLRN) stock.
The initial trade took place in 2018Q3. And since then Capital Advisory Group Advisory Services, LLC has made 19 purchases of FLRN, at an average price of $30.22, for a total of 591,821.00 shares. In addition, there have been 7 sales at an average price of $30.39 for 345,529.00 shares. Based on historical transaction data and FLRN's current price of $30.80, Capital Advisory Group Advisory Services, LLC's estimated gain on his FLRN holdings is $200,482.24, reflecting a 1.12% gain to date.
Capital Advisory Group Advisory Services, LLC FLRN ($30.80) Holding Chart
Capital Advisory Group Advisory Services, LLC FLRN ($30.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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